“Come Join ReSource Pro!”
ReSource Pro is looking for a Customer Experience Associate, Compliance, who provides front-line customer service support to Compliance customers by processing tasks related to insurance regulatory compliance, licensing, client intake and/or sales support, and responding to customer requests over phone and email. Work completed directly impacts trust and partnership with the client.
The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.
Your Role...
Client Support
Receives and handles customer inquiries via inbound/outbound phone calls, email, and/or chat. Answers questions professionally and assists customers by completing a task or process for them.
Provides exceptional customer service to customers.
De-escalates frustrated customer situations and finds solutions to provide an exceptional customer experience.
Operational Support & Process Execution
Follows established processes and procedures to complete routine regulatory compliance, client intake and/or sales support tasks in a timely manner on behalf of the client. This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms, and completing related reports.
Accomplishes work in accordance with established procedures (call/email handle times, etc.) and tracks work and activities in established databases.
Maintains accurate records in internal systems. Supports database updates.
Assists with follow-ups on outstanding items. Supports team workload as assigned.
Ensures all deadlines are met with accuracy. Maintains organized documentation.
Escalates problems to senior team member or supervisor, lead, or management and takes initiative to find solutions.
Teamwork and Collaboration
Collaborates with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals.
Looks for opportunities to improve processes to better support clients and build knowledge and expertise in insurance regulatory compliance.
Fosters a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversations.
Supports a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.
What You Need to be Successful…
High School diploma or equivalent
1-2 years of customer service or administrative experience required
Microsoft Office proficiency: Word, Outlook, Excel, PowerPoint, and Access
Excellent written and verbal communication skills
Ability to address complaints and issues with effective solutions and a positive attitude
Excellent time-management and prioritization skills
Behavioral/Technical Skills; Competencies
Customer-centric, enjoys providing a service and solving customer problems
Strong written and verbal communication skills, able to convey information to clients and effectively de-escalate customer frustrations
Team player committed to supporting other team members
Process-focused and detail-oriented, committed to accurate documentation
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and the balancing of internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $18.00 per hour. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
100% paid employee health insurance available on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
Remote positions are Internet stipend-eligible
401k with employer match, vested on Day 1
HSA/FSA available
Long-term and short-term disability employer-provided
Generous PTO plan with paid holidays + floating holidays
Development and growth opportunities
Comprehensive wellness program and prioritization of employee health
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.
The standard interview process includes:
Behavioral interview with Talent Acquisition
Online talent assessment (if applicable)
Hiring Manager interview
*Additional interview steps may be added depending on the position or if further evaluation is needed.
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments, consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization, and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest-growing companies in the US.
Equal Employment Opportunity Policy
ReSource Pro provides equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Skills Required
- High school diploma or equivalent
- 1-2 years of customer service or administrative experience
- Proficiency with Microsoft Word, Outlook, Excel, PowerPoint, and Access
- Excellent written and verbal communication skills
- Ability to address complaints and resolve issues effectively with a positive attitude
- Strong time-management and prioritization skills
- Customer-centric approach and ability to solve customer problems
- Ability to de-escalate customer frustrations
- Teamwork and collaboration skills
- Process-focused and detail-oriented approach with accurate documentation
ReSource Pro Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ReSource Pro and has not been reviewed or approved by ReSource Pro.
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Healthcare Strength — Day-one medical coverage with company contributions is paired with company-paid life, AD&D, short-term disability, and long-term disability. International offerings, such as family-floater medical insurance, extend core protections across regions.
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Leave & Time Off Breadth — Generous PTO from the first day and paid holidays are emphasized, with structured paid leaves in international offices. Early access to time off supports work-life balance from the outset.
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Flexible Benefits — Customizable health plan options in the U.S. and tax-saving flexible benefits in India indicate choice and adaptability. These options allow employees to tailor elements of the package to personal needs.
ReSource Pro Insights
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
